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’Bolton keeps the faith
There is something positive Monday’s half year results from Anthony Bolton’s China Special Situations Fund.
He’s no longer worried about Kim Jong-il nuking South Korea.
In the last report I mentioned that I was concerned about the situation between North and South Korea.
Snap news
Breaking pre-market news on Monday,
- BHP Billtion to plough $4bn into US shale gas — statement.
- Sage rejects claims for damages by Archer Capital — statement.
- ITV reduces capex forecast;
Kim Jong-il risk in a China fund
Can this really be true? From Anthony Bolton’s account of why his China Special Situations fund has tanked recently, contained in its first annual report. Not so much China, or Chinese fraudcaps, as…
The Chinese reverse merger scandal comes to the UK
So, the UK stock market has a play on the Chinese reverse merger scandal after all.
Or it did have.
Presenting Vision Opportunity China, a London listed small cap fund focused on China which has decided to call it a day.
Ding dong! merrily on high
6 per cent and rising….
Anthony Bolton, manager Fidelity’s China Special Situations Fund, on what lies behind December’s stock market rally:
During the last few weeks the global bull market appears to have resumed.
Chasing the dragon with Anthony Bolton
Solved. Anthony Bolton’s nice-to-have Chinese problem.
From Fidelity’s China Special Situations fund on Tuesday afternoon:
In the period from admission to trading on the London Stock Exchange on 19 April 2010 to 8 November 2010,
Bolton’s special situation
Here’s a nice problem to have.
Via a stock exchange announcement from Anthony Bolton’s Fidelity China Special Situations (FCSS) investment trust:
Due to the consistently high levels of market demand,
Bolton’s comeback – the details
Click for the Fidelity China Special Situations prospectus…
Related links:
Chasing the dragon - FT Alphaville
Bolton’s new China investment trust unveiled – FT
Anthony Bolton’s ‘stagging’ risk
Stagging: buying into an IPO and flipping at the first opportunity.*
Anthony Bolton’s soon-to-be launched China investment trust runs the risk of being ‘stagged’, Fund Strategy said in a report on Monday.
Chasing the dragon
Launching the Fidelity China Special Situations this week, star fund manager Anthony Bolton claimed China was the place to be, from an investment perspective, over the next 10 years:
“I firmly believe that China is the investment opportunity of the next decade.
Bolton on tour
Click to enlarge:
Those are the planned movements of Anthony Bolton over the next couple of weeks, as the star fund manager looks to raise £630m for his new venture in China.
Fidelity China Special Situations will be a closed-ended investment company that will be listed on the LSE in mid-April if all goes to plan.
Attention Anthony Bolton
With the Fidelity man off to China in the not too distant future, we have some suggested reading for him.
It’s the latest Popular Delusions note from SocGen’s Dylan Crisis (née Grice).
Like Bolton he thinks there is plenty of long-term upside in China but he reckons China’s looming financial crisis will provide the next buying opportunity.
Bolton in surprise China move
Anthony Bolton, Fidelity’s president of investments and former star stock-picker at Fidelity International, has shelved his retirement plans to relocate from London to Hong Kong to set up a China-focused fund.
Guess who’s back
FT Alphaville could not let the day pass without commenting on the news that Anthony Bolton is deferring his retirement and returning to running money.
And the reason for the comeback? The Fidelity man is very excited by the investment opportunities available in China.
Bolton says ♥ short selling monsters
That’s Anthony Bolton, of course.
Writing in Thursday’s FT, the nearest thing the UK has to a Warren Buffett-style investment guru, says we should learn to appreciate the activities of those fine upstanding citizens of W1:
Recovery hopes boost FTSE
UK stocks posted their biggest monthly gains in six years on Thursday as the rally in global equities gained fresh impetus amid hopes that the worst of the global recession is over. Banking stocks led the way as the FTSE 100 entered an official bull market,
Bull market Britain
Anthony Bolton‘s right! The FTSE 100 is up 21.6 per cent from its March low.
Which gives us an excuse to break out this JPEG:
Anthony “The Bull” Bolton
Sorry, but we could not resist this insight, from Fidelity’s finest.
From Bloomberg on Thursday morning:Anthony Bolton, president of investments at Fidelity International, said a bull market in equities has already begun and financial shares are poised to drive recent gains higher.
All about bottoms
Anthony Bolton, now president of investment at Fidelity International, is among heavyweight investment gurus to have called the bottom of the market in recent days, as he explains in a video interview this week with FTfm.
Bottom fishing, by Anthony Bolton
We have noted here before that Anthony Bolton is about as close as the British investment community gets to a Warren Buffet-style “investment sage”.
So each time, Bolton, now semi-retired from Fidelity International,
Bolton, the bottom picker
Anthony Bolton is about as close as the British investment community gets to a well-known “investment sage”. Now semi-retired from Fidelity International, Bolton has a long-term record of Buffet-esque quality – so we should sit up and take note when he says stocks are looking cheap.
Fidelity veteran warns of bear rally
The recent snap-back in share prices could be short-lived as stock markets face renewed weakness, the UK’s best known investment manager warned on Tuesday. Anthony Bolton, who ran the top-performing Fidelity Special Situations fund for 27 years,
Bolton attacks Cadbury split
Anthony Bolton, the Fidelity fund manager who has led some high-profile investor battles with managements in recent years, has attacked the decision of Cadbury Schweppes to split its main operations after pressure from Trian,
Bolton regrets as BT confirms £2.5bn buy-back
BT on Thursday regained its status as the UK’s largest broadband provider, as it reported a 22 per cent rise in annual pre-tax profit and confirmed it was gearing up to pay for a £2.5bn share buy-back programme.
Bolton warns of dangers ahead
Anthony Bolton, Britain’s most feted fund manager, has fired a message of doom and gloom as his parting shot to the industry. Speaking at a dinner marking the appointment of Sanjeev Shah as his successor to manage Fidelity’s flagship Special Situations fund,